DIGITAL PROJECT
Lianest
An AI-assisted financial planning platform built around real advisor and client workflows. Mark’s role: founder and AI-assisted product builder.
Built around an advisory workflow
The resume identifies Mark as Lianest’s founder and AI-assisted product builder. The platform is organized around real advisor and client workflows.
From a check to a conversation
The supplied homepage preview presents a financial check, retirement guide, what-if analysis, and a route to a human advisor. These are visible interface features; this case study does not claim independently measured completion times or financial outcomes.
More of the process, next.
The resume and preview establish the project’s purpose and visible interface. Architecture, implementation details, and supported outcomes will be added as further material is available.
Ask Mark about this project ↗